Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-111
Closed -$30K 272
2025
Q1
$30K Sell
111
-67
-38% -$18.1K 0.01% 192
2024
Q4
$42K Hold
178
0.01% 302
2024
Q3
$47K Buy
+178
New +$47K 0.01% 301